DBurton

[DBurton @devrlast]

I think this market does not get it. There is an oil crisis worse than the ones in the 70's coming right at us. The market is like a bug flying toward the windshield of a car on a highway. How could I be wrong?
#OOTT

[DBurton @devrlast]

@VanIsleInvestor He sold 12% of his holding. Obviously he is not expecting the share price to recover; so neither should we.

[DBurton @devrlast]

@VanIsleInvestor Inventory doesn't matter until it begins running out. 45 days maybe.

[DBurton @devrlast]

@BrianTycangco Xiaomi 0-100km in 1.9s; top speed 350; range 700 km.
Ferrari 0-100km in 2.5s, top speed 310; range 530 km.

[BOE Report @BOEReport]

QatarEnergy extends force majeure until mid-August, Italy’s Edison says https://t.co/iUpTJXG1AL

[Giovanni Staunovo🛢 @staunovo]

Two regional officials with knowledge of the ongoing diplomacy have confirmed to CBS News that, pending Iran's approval, the terms in the draft memorandum of understanding include:

A 60-day extension of the current ceasefire.
Iran immediately reopening the Strait of Hormuz and taking steps to ensure traffic returns to pre‑war conditions within 30 days.
Iran and the U.S., together with their allies, declaring that all military operations on every front, including Lebanon, end immediately and permanently. They also commit not to start any war against each other and to refrain from threatening or using force.
Iran reaffirming that it will never develop nuclear weapons.
Iran agreeing that its stockpile of enriched uranium will be disposed of under a mechanism that both sides will agree on.
Issues of Iran's frozen financial assets and sanctions against the regime will be dealt with based on Iran's compliance with the former points. https://t.co/zpJQGmfgCV

[DBurton @devrlast]

@Deborah64402252 @VanIsleInvestor yw

[DBurton @devrlast]

@VanIsleInvestor Jamie Murray's new picks today:
Meta, Uber, Flowserve. Owns all.

[DBurton @devrlast]

@VanIsleInvestor Although the jawboning from the president works every time, common sense eventually takes hold as investors rebid the prices back up. Ultimately Iran will have to be paid off, probably with transit fees, before the strait is safe for transit. Israel will remain a loose cannon.

[DBurton @devrlast]

@garquake Been collecting 10% annual dividend on $CJ since 2022. Makes a big difference to me, but does not move it far up your chart by adding dividends. Now wish I kept Absurdian Energy.

[DBurton @devrlast]

$BABA has revealed a new AI chip, Zhenwu M890, with 3x the performance of the current chip. It has already delivered 560,000 units to more than 400 customers. They will soon be releasing their next generation AI model, Qwen 3.7 max.

[DBurton @devrlast]

@trend_bullish Nice. I own both.

[DBurton @devrlast]

https://t.co/xdri4UVeRQ

[DBurton @devrlast]

@AlaliQasem Greater than $200 oil is not an unreasonable possibility.

[DBurton @devrlast]

I think this market does not get it. There is an oil crisis worse than the ones in the 70's coming right at us. The market is like a bug flying toward the windshield of a car on a highway. How could I be wrong?
#OOTT

[DBurton @devrlast]

$CVE up 2.4% in NY trading today.

[DBurton @devrlast]

@garquake Xiaomi SU7 Ultra 0-100kph in 1.97 sec. Amazing.

[DBurton @devrlast]

$BTI payout ratio is now down to a comfortable 69%. Forward dividend 5.1%; forward p/e 11.8. With growth in smokeless products, it appears it is no longer a declining industry.

[DBurton @devrlast]

$BABA is fully connecting Qwen app to the entire Toaboa catalogue. Users in China can now shop through natural conversation.

[DBurton @devrlast]

Oil stocks having a home run day; quite a few new 52 week highs with oil prices up 4% today.

[Steve Hanke @steve_hanke]

Commodity market guru Jeff Currie on the tech-energy relationship:

"The only 2 industries that matter to the world are tech and energy. You got to turn on the lights, and you got to innovate. So, all we do is rotate between those 2 sectors."

IT'S TIME TO ROTATE INTO ENERGY.

[DBurton @devrlast]

@VanIsleInvestor Nice. I have 2/3.